Ranjan Jagetia, financial advisor Oakwood Village OH

Ranjan Jagetia

CRD Number: 2352338
Current Firm: Regal Investment Advisors LLC

Ranjan Jagetia (CRD# 2352338) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Oakwood Village, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Regal Investment Advisors, LLC Kentwood, MI May 2020 - Current 3
Regulus Advisors, LLC Kentwood, MI May 2020 - Current 3
Securities America, Inc. Oakwood Village, OH Oct 2018 - May 2020 1
Arbor Point Advisors Oakwood Village, OH Oct 2018 - May 2020 1
Commonwealth Financial Network Waltham, MA Jan 2017 - Oct 2018 1
Metropolitan Life Insurance Company Oakwood Village, OH Jun 1988 - Jan 2017 28
Metlife Securities Inc. Oakwood Village, OH Jun 1988 - Jan 2017 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ranjan Jagetia
Phone Number: 616-224-2204
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    2,043
    MILLIONS
  • Total Number of Accounts
    11,768
    ACCOUNTS
  • Average Account Value
    $173,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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